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April 26, 2018

Dr. Michael Brescia, co-founder of Calvary Hospital, shares his story of why he turned down a billion dollar deal - and it was the best decision he ever made.

April 11, 2018

The financial services industry faces unprecedented technological, regulatory and demographic changes. From robo-advisors to DOL regulations, some are even concerned about the viability of face-to-face financial distribution 

Having attended the GAMA LAMP conference eve...

April 5, 2018

Most financial advisors are nervous about calling other professionals, such as CPAs and attorneys. They feel like they must have everything covered.

Guess what... they don't. 

Listen to Rick Barone's story to see what I mean. 

Financial services is really not about the sp...

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